Licensed Client Relations Specialist

Soteria Reinsurance Ltd.; Town of Texas, Northern (WI, KY); Hybrid; USD 42,000 - 63,000; Full time

Benefits offered by this job

Maternal and Parental Leave

Student Loan Assistance

401(K) match

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Paid Time off

Charitable match

Concierge Services

Wellness Program

Job summary

Fidelity Investments in the United States is seeking Customer Relationship Advocates to deliver exceptional service via inbound calls while supporting clients with trade requests, money movement, and online assistance. The role includes a licensing path fully sponsored by Fidelity with SIE, Series 7 and 63 exams.

You will start onsite for one week every four weeks and have access to coaching, licensing coaches, and career development opportunities, with room to grow through job shadowing and the

Qualifications

• Prepare to become a FINRA Registered Representative by studying for SIE, Series 7, and 63 licenses.
• Benefits include licensing coaches, study time, and workshops.
• Onsite coaching and career development opportunities.

Responsibilities

• Provide outstanding customer service on inbound calls.
• Assist clients with trade requests, money movement, and online support.
• Develop licensing knowledge through Fidelity’s sponsorship program.
• Collaborate with team and leadership to grow skills.

Skills

Customer service

Licensing program

Communication

Problem solving

Adaptability

Learning mindset

Financial services knowledge

Education

FINRA licensing prep (SIE / Series 7 / 63)

Tools

Proprietary platforms

Job description

Fidelity Investments in the United States is seeking Customer Relationship Advocates to deliver exceptional service via inbound calls while supporting clients with trade requests, money movement, and online assistance. The role includes a licensing path fully sponsored by Fidelity with SIE, Series 7 and 63 exams.

You will start onsite for one week every four weeks and have access to coaching, licensing coaches, and career development opportunities, with room to grow through job shadowing and the